AI phone assistant for
your tax firm.
Your AI phone assistant answers every client call, qualifies and routes it, books consultations, sends document checklists and flags deadline-critical cases — so your advisors stay on the mandates.
The Problem
Where tax firms lose hours between the mandate and the phone
Returns, year-end and a phone that never stops — and the same advisor cannot do all three at once.
Unreachable in filing season
When the deadline rush hits, the line never stops. While the team is heads-down on returns, calls drop to voicemail and clients wait days for a call-back — exactly when they are most anxious.
40–55% of peak-season calls go unanswered
The same standard questions, all day
"Where is my assessment, what receipts do you need, when is the deadline?" Qualified, expensive staff spend the day answering routine questions instead of doing chargeable work.
~60% of calls are routine information
Clients drift when they cannot reach you
Poor availability is one of the most common reasons clients switch firms. An unanswered call from a good mandate is not just a missed message — it is a retention risk you never see coming.
Poor reachability is a leading switch reason
A thin team carrying a growing book
Qualified tax staff are scarce and hard to replace. Every hour the remaining team loses to the phone is an hour not spent on mandates — and the backlog only grows.
Persistent tax-staff shortage across the EU
The Solution
Consultations, checklists and deadline.
The Solution
Consultations, checklists and deadline.
Consultations booked into the right slot
Year-end reviews, onboarding calls and quick questions are booked by type and real duration straight into the firm calendar — no double-booking a long review onto a fifteen-minute slot.
Enquiries qualified and routed
New or existing, private or business, routine or urgent — every caller is sorted and prioritised, so partners see the calls that matter first instead of the whole queue.
Document checklists sent on the call
The assistant works through your stored checklists for returns, year-end and onboarding and texts them to the client — so the right receipts arrive the first time, not after three reminders.
Deadline-critical calls escalated
Filing deadlines, audit notices and appeal windows are recognised as urgent and escalated to the responsible advisor immediately, while routine enquiries are handled without blocking the line.
Every line answered at the deadline peak
When the end-of-month or quarter rush lands all at once, every client is answered in parallel — no engaged tone for a paying mandate, no first call from a prospect lost.
Confidential by design
The assistant takes enquiries and books appointments without disclosing anything about an assessment or case — confidentiality preserved, with escalation to a human wherever it is needed.
Reachable beyond office hours
Calls are answered through evenings, weekends and the whole filing season, so clients are looked after exactly when your team is buried in deadlines and cannot pick up.
Built for sensitive financial data
Calls, transcripts and client details are processed exclusively on EU servers, GDPR-compliant, with a signed Data Processing Agreement and a retention period you control.
Configured to your firm
Client groups, services, deadlines, checklists and escalation rules are all yours to set — it fits a sole practitioner just as well as a multi-partner firm.
Live in minutes, not months
Point your overflow or out-of-hours number at BHOMY, load your checklists and routing rules, and the assistant starts answering the same day — no hardware, no IT project.
Which bhomy modules
The right bhomy modules.
In peak season the call volume explodes — two bhomy modules absorb client queries and routine work cleanly.
Daily Routine
From the early status query to the after-hours checklist
What really happens to the firm phone across a single working day in season.
A status query before the team is in
A client asks where their return stands. The assistant logs the enquiry against the right client and queues it for the responsible advisor — no morning call-back to chase.
Mid year-end, eight calls in an hour
Receipt questions, a booking request and a deadline query all land while the team is heads-down on closings. The assistant handles them in parallel — nothing sent to voicemail.
A prospective client calls
Someone wants to move their accounts to you. The assistant qualifies private versus business and the rough turnover band, then books an onboarding consultation with the right partner.
After hours, a deadline question
A client asks what to send for their return. The assistant texts the stored checklist and notes the filing deadline — answered on the spot, not deferred to tomorrow.
Infilingseasonthephonewasourbiggeststressfactor.NowBHOMYfilterstheroutinecalls,bookstheconsultationsandflagsanythingdeadline-critical—sotheteamfinallystaysonthemandates.Clientstelluswearefareasiertoreach.
FAQ
Frequently Asked Questions.
Continue in the docs
Concrete guides that pair with this topic..
- QuickstartBuild your first AI voice agent in under 10 minutes: create an account, configure the agent, connect a number, and run a test call.
- Agent Instructions & PromptsHow to write effective system prompts for your AI voice agent: role, tone, boundaries, and clear escalation rules.
- CRM IntegrationCRM integrations with HubSpot, Salesforce, and Pipedrive: sync call, contact, and note records after every conversation.
- Inbound Call ConfigurationRoute inbound calls to your AI agent: greeting, business hours, voicemail fallback, and graceful error handling.
Ready to take the phone off your advisors in peak season?
See how BHOMY filters routine calls, books consultations and flags deadlines around the clock — without adding firm staff.